Drawing on a decade of 401(k) plan data, this analysis examines the changing composition of core menu allocations.

Discover why asset allocation, the way you divide money between equity, debt, and gold - is the true saviour of long-term ...

Your asset allocation is a key decision you need to make as an investor, and this rule makes it easy to decide. Here's how it ...

Discover how to balance stocks, bonds, and cash in your portfolio to align with your financial goals and risk tolerance for optimal returns over time.

Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or ...

Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments among multiple “baskets,” giving ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Pimco Chief Investment Officer (CIO) Dan Ivascyn Recently told Morningstar.com’s Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is ...

Stagflation — the simultaneous occurrence of slowing economic growth and rising inflation — has re-entered the conversation among economists and portfolio managers in early 2026. The evidence ...

Nilesh Shah advises investors to stay neutral on equities and focus on domestic sectors during Middle East conflict.

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...